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How to Add Contacts to Your Mailing List in Housing Market CRM

Tutorial 89 of 181 · 1 min 33 s

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Before you can send a marketing email in Housing Market CRM, the people you write to have to be on your mailing list, and each of them has to have agreed to hear from you. This tutorial shows the two quick ways to build that list without a spreadsheet: typing one person in on the Marketing page, and selecting people you already have in Contacts and adding them in one step. Both ask you to confirm consent and say where it came from, both skip anyone who has unsubscribed, bounced or complained, and neither sends anything.

In this tutorial you will learn

  • How to add one person to your mailing list by hand
  • Why every addition needs a consent declaration
  • How to add several CRM contacts at once
  • What the result tells you about anyone who was skipped

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open the Marketing group in the left menu.
  3. Click Marketing.
  4. This is your mailing list, with who can be emailed.
  5. To add one person, use Add a contact.
  6. Type their email address…
  7. …and their name.
  8. Tick that this person agreed to hear from you.
  9. Say where they agreed.
  10. Click Add to my list.
  11. He appears in Your list, with consent recorded.
  12. Nothing is sent.
  13. To add people you already have, open Contacts.
  14. Click Contacts.
  15. Tick the contacts you want.
  16. Click Add to mailing list.
  17. Tick that they agreed to hear from you.
  18. Say where they agreed, once for the whole group.
  19. Click Add to mailing list.
  20. The result counts who was added.
  21. Anyone who unsubscribed or bounced is skipped, and the reason is shown.